What are the responsibilities and job description for the Customer Service/Sales Representative position at CPA Tax Advisors?
Job Summary
We are seeking a dynamic and energetic Customer Service Representative to join our vibrant team! In this role, you will be the frontline ambassador for our company, delivering exceptional customer support and client services through engaging phone interactions. This position is office based, 3 days week.
Duties
- Initiate outbound calls with professionalism, enthusiasm, and a customer-first attitude
- Followup on client calls and contact information
- Responsible for maintaining activities related to sales
- Provide accurate information about services, and account details to assist customers effectively
- Maintain detailed records of customer interactions through data entry into our CRM system using Microsoft Office tools
- Demonstrate excellent phone etiquette, active listening, and clear communication skills to ensure customer satisfaction
Experience
- Previous call center experience or customer service background is preferred but not
- Strong communication skills , both written and verbal
- Proficiency in Microsoft Office applications such as Word and Excel; familiarity with data entry and analysis is advantageous
- Demonstrated ability to handle high call volumes efficiently while maintaining attention to detail
- Knowledge of call center operations, outbound calling techniques, and phone etiquette standards is beneficial
- Comfortable with computer skills including typing accuracy and speed to manage multiple tasks simultaneously
Join us in creating memorable customer experiences! We’re dedicated to fostering a supportive environment where your skills grow alongside our company’s success.
Pay: $14.00 - $15.00 per hour
Expected hours: 15.0 – 25.0 per week
Work Location: In person
Salary : $14 - $15